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- Morning VC Brief丨2026.02.03
Morning VC Brief丨2026.02.03
Week05 Highlights丨Decagon, Rogo, Upwind, Sixfold, Linq, Poetiq, FLORA, Blockit
Morning VC Brief is an expert daily curation of tech and venture news. Feel free to forward; the sign-up is here
Table of Contents
01. Venture News
1/ AI Customer Experience Platform Decagon Raised $250M Series D
Product: AI-powered concierge platform delivering personalized customer experiences through voice, chat, and email channels with Agent Operating Procedures
Highlight: 100+ new enterprise customers including Avis Budget Group, Block, Deutsche Telekom; serving F100 companies across airlines, banks, telecom, retail, and tech firms like Oura Health, Affirm, Chime
Investors: Coatue and Index Ventures (Lead), a16z, Accel, Bain Capital Ventures, Ribbit Capital
2/ AI Platform for Finance Rogo Raised $75M Series C
Product: AI platform purpose-built for finance that executes end-to-end workflows across deals and investments
Highlight: 25,000+ bankers and investors using platform; 50,000+ daily queries; 500 years of full-time human work saved
Investor: Sequoia (Lead), Thrive Capital, Khosla Ventures
3/ Cloud Security Platform Upwind Raised $250M Series B at $1.5B
Product: Runtime cloud security platform with "inside-out" approach, prioritizing real-time threats and vulnerabilities in active services using internal signals like network requests and API traffic
Highlight: 900% YoY revenue growth; doubled customer base since Series A
Investor: Bessemer Venture Partners (Lead), Salesforce Ventures, Picture Capital
4/ AI Underwriting Platform Sixfold Raised $30M Series B
Product: AI-powered underwriting platform that automates submission processing and risk assessment across Property & Casualty and Life & Health insurance
Highlights: Processed over 1 million submissions across 40+ lines of business; clients include Zurich North America, Skyward Specialty, Guardian
Investor: Brewer Lane (Lead), Guidewire (strategic investor), Bessemer Venture Partners, Salesforce Ventures
5/ AI Messaging Infrastructure Platform Linq Raised $20M Series A
Product: API infrastructure enabling AI assistants and businesses to communicate natively within iMessage, RCS, and SMS with full platform capabilities
Highlight: Customer base grew 132% quarter-over-quarter; customer accounts expanded 34% on average; AI agents reach 134,000 monthly active users
Investor: TQ Ventures (Lead), Mucker Capital
6/ Recursive AI Self-Improvement Platform Poetiq Raised $45.8M Seed
Product: Automated recursive self-improvement system that creates expert AI agents capable of dramatically outperforming underlying language models
Highlight: Demonstrated breakthrough performance on ARC-AGI benchmark; proven ability to enhance cost-efficient models to frontier-level performance
Investor: Surface, FYRFLY, Y Combinator, 468 Capital, Operator Collective, NeuronVC
7/ AI-Native Creative Platform FLORA Raised $42M Series A
Product: Unified creative environment for generative AI that enables top-down creative workflows
Highlight: Millions of users; clients include Pentagram, AKQA, Red Antler, Lionsgate, MSCHF
Investor: Redpoint Ventures (Lead), a16z Speedrun, Long Journey Ventures, Company Ventures, Alumni Ventures
8/ AI Calendar Scheduling Startup Blockit Raised $5M Seed
Product: AI agent platform for automated meeting scheduling that communicates directly with other calendars to negotiate times; learns user preferences, priorities, and constraints to handle scheduling autonomously without human intervention
Highlight: 200+ companies using platform including Together.ai, Brex, Rogo, a16z, Accel, Index Ventures; sent 2,000+ scheduling emails saving users 139 hours and eliminating 638 days of reply lag
Investor: Sequoia Capital(Lead)